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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
3301
Quaker Wealth Management
New Jersey
$99.2K +$23.5K +160 +30%
API
3302
Asset Planning Inc
California
$98.4K – – –
GIM
3303
Gold Investment Management
Alberta, Canada
$95.7K +$735 +5 +0.8%
HPWM
3304
High Point Wealth Management
New Jersey
$94.4K +$96.7K +658 New
GWSA
3305
Global Wealth Strategies & Associates
Colorado
$93.8K +$30.4K +207 +46%
SAM
3306
Sherman Asset Management
California
$93.3K – – –
TM
3307
Torren Management
California
$92.4K +$94.6K +644 New
PWM
3308
Proathlete Wealth Management
Florida
$91.1K +$3.97K +27 +4%
NOI
3309
Newton One Investments
Delaware
$90K – – –
OA
3310
Operose Advisors
Wisconsin
$89.3K -$8.52K -58 -9%
LWM
3311
Lodestone Wealth Management
Washington
$88.3K +$90.4K +615 New
AWA
3312
Acumen Wealth Advisors
Tennessee
$88.1K +$89.2K +607 New
OBWP
3313
O'Brien Wealth Partners
Massachusetts
$87.8K -$147 -1 -0.2%
IAS
3314
IMA Advisory Services
Colorado
$86K +$6.46K +44 +8%
W
3315
WealthCollab
Washington
$85.8K -$2.94K -20 -3%
GG
3316
Gleason Group
Kentucky
$85.8K -$294 -2 -0.3%
TBFA
3317
Three Bearings Fiduciary Advisors
New Hampshire
$85.4K +$81.7K +556 New
FCG
3318
Financial Connections Group
California
$83K – – –
HAP
3319
Harbor Asset Planning
Massachusetts
$82.4K – – –
WCM
3320
Westend Capital Management
California
$82.4K +$62.9K +428 +293%
WOSD
3321
WFA of San Diego
California
$81.2K – – –
AT
3322
Arlington Trust
Alabama
$81.1K -$408K -2,780 -83%
CPG
3323
Cornerstone Planning Group
New Jersey
$80.7K +$33.4K +227 +72%
ASCM
3324
Adkins Seale Capital Management
Louisiana
$80.1K +$82K +558 New
HIW
3325
Holos Integrated Wealth
Pennsylvania
$78.6K +$10.3K +70 +15%
131 132
133
134 135